No more guessing what I'm currently working on! Brokers with 5 or more clients receive a Trello board!
This allows for brokers to see a board (only the broker or members of the company can view this board) that lists the following:
They can comment quickly on any of the individual items listed and view the due dates, full calendar, priority that I have given and so much more! This way, there is no guessing as to what file I am working on, what letter is currently being written, whether something has been completed, etc.
Do you have questions on this that I can answer for you? Contact me for more information!